Belpointe Asset Management’s Brown & Brown BRO Stock Holding History

Belpointe Asset Management’s Portfolio BRO Stock Details BRO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$231K	Sell	3,608 -533	-13%	-$32.5K	0.01%	1004
2026 Q1	$270K	Sell	4,141 -146	-3%	-$10.5K	0.01%	901
2025 Q4	$342K	Buy	4,287 +191	+5%	+$15.9K	0.01%	786
2025 Q3	$384K	Buy	4,096 +41	+1%	+$4K	0.01%	713
2025 Q2	$450K	Buy	4,055 +202	+5%	+$22.7K	0.02%	611
2025 Q1	$479K	Sell	3,853 -61	-2%	-$6.82K	0.02%	579
2024 Q4	$412K	Sell	3,914 -32	-0.8%	-$3.42K	0.02%	558
2024 Q3	$409K	Buy	+3,946	New	+$392K	0.02%	555
2023 Q2	–	Sell	-2,882	Closed	-$165K	–	938
2023 Q1	$165K	Buy	2,882 +802	+39%	+$46.1K	0.01%	1028
2022 Q4	$118K	Buy	+2,080	New	+$122K	0.01%	1152

Other funds holding BRO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

VLKIM

Van Lanschot Kempen Investment Management Amsterdam, Netherlands $13.1B AUM 19.56% 1-Year Est. Return

Belpointe Asset Management's BRO Position: Q2 2026 in Review

Belpointe Asset Management reduced its Brown & Brown (BRO) stake by 13% in Q2 2026, selling an estimated $32.5K and leaving 3,608 shares worth $231K. The position accounts for 0.01% of the portfolio, ranked #1004.

Belpointe Asset Management first reported a position in BRO in Q4 2022 and has held it in 10 quarters since. The position peaked at $479K in Q1 2025. 802 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

Belpointe Asset Management held 3,608 shares of Brown & Brown worth $231K as of Q2 2026.
Belpointe Asset Management sold 533 Brown & Brown shares in Q2 2026, an estimated $32.5K.
Brown & Brown made up 0.01% of Belpointe Asset Management's portfolio in Q2 2026, its #1004 holding.
Belpointe Asset Management first reported a position in Brown & Brown in Q4 2022 and has held it in 10 quarters since.
Belpointe Asset Management's Brown & Brown position peaked at $479K in Q1 2025.
802 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.